We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

1,719 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 667 increasing their positions, 474 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 55

82% more call options, than puts

Call options by funds: $104M | Put options by funds: $57.5M

41% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 474

17% more funds holding in top 10

Funds holding in top 10: 206242 (+36)

16% more funds holding

Funds holding: 1,4861,719 (+233)

15% more capital invested

Capital invested by funds: $26.3B → $30.3B (+$4.04B)

0.59% more ownership

Funds ownership: 43.47%44.06% (+0.59%)

Holders
1,719
Holders Change
+233
Holders Change %
+15.68%
% of All Funds
26.45%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.72%
New
310
Increased
667
Reduced
474
Closed
55
Calls
$104M
Puts
$57.5M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWAM
1076
Manhattan West Asset Management
California
$741K +$711K +4,316 New
CPIG
1077
Chicago Partners Investment Group
Illinois
$738K -$128K -777 -14%
SFWA
1078
Summit Financial Wealth Advisors
Louisiana
$737K +$10.2K +62 +1%
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$736K +$165 +1 +0%
PP
1080
Prudential plc
United Kingdom
$735K +$150K +910 +27%
AIM
1081
Avity Investment Management
Connecticut
$733K +$77.5K +470 +12%
SAM
1082
S.A. Mason
Michigan
$721K -$34.3K -208 -5%
DBT
1083
Dubuque Bank & Trust
Iowa
$721K
RWA
1084
Redhawk Wealth Advisors
Minnesota
$721K
GI
1085
Gradient Investments
Minnesota
$720K -$136K -823 -16%
BHB
1086
Bank Hapoalim BM
Israel
$718K -$130K -788 -16%
WH
1087
Willner & Heller
California
$718K +$770K +4,672 New
CPO
1088
Cerity Partners OCIO
New York
$712K -$57.5K -349 -8%
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$712K -$4.29K -26 -0.6%
MW
1090
Milestone Wealth
New York
$712K +$683K +4,146 New
Comerica Bank
1091
Comerica Bank
Texas
$709K -$325K -1,970 -31%
TW
1092
Transform Wealth
Colorado
$709K -$198K -1,200 -23%
FFG
1093
Frisch Financial Group
New York
$709K +$2.8K +17 +0.4%
VCP
1094
Vista Capital Partners
Oregon
$705K
SWM
1095
Sugarloaf Wealth Management
Georgia
$700K -$720K -4,369 -52%
CNC
1096
Citizens & Northern Corp
Pennsylvania
$697K
GAM
1097
Gemmer Asset Management
California
$697K +$50.9K +309 +8%
FAG
1098
Financial Advisory Group
Texas
$696K
RFN
1099
RDA Financial Network
Iowa
$695K -$13.8K -84 -2%
HI
1100
Horizon Investments
North Carolina
$694K -$257K -1,561 -28%

VIG Hedge Fund Activity: Q4 2021 in Review

1,719 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2021, worth a combined $30.3B — up 15% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 310 funds opened new VIG positions and 55 closed out — a net gain of 255 holders — while 667 added to existing stakes and 474 trimmed.

The largest buyer was Bank of America, adding an estimated $599M. The largest seller was Vanguard Group, cutting an estimated $249M.

  • 1,719 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2021, up from 1,486 in Q3 2021.
  • Funds reported $30.3B of Vanguard Dividend Appreciation ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 310 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2021 and 55 closed out, a net change of +255 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2021 was Bank of America, an estimated $599M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2021 was Vanguard Group, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2021.